MCWA

Meadow Creek Wealth Advisors Portfolio holdings

AUM $148M
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$4.59M
3
+$4M
4
AAPL icon
Apple
AAPL
+$3.4M
5
HD icon
Home Depot
HD
+$3.39M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 28.72%
2 Technology 16.54%
3 Financials 8.39%
4 Healthcare 7.7%
5 Consumer Discretionary 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$320K 0.31%
+9,518
77
$311K 0.3%
+713
78
$303K 0.29%
+1,444
79
$302K 0.29%
+1,893
80
$292K 0.28%
+2,273
81
$265K 0.26%
+1,087
82
$265K 0.26%
+557
83
$264K 0.26%
+400
84
$259K 0.25%
+446
85
$259K 0.25%
+2,963
86
$258K 0.25%
+663
87
$257K 0.25%
+4,065
88
$244K 0.24%
+20,671
89
$244K 0.24%
+1,879
90
$242K 0.24%
+518
91
$240K 0.23%
+6,297
92
$239K 0.23%
+680
93
$238K 0.23%
+4,860
94
$238K 0.23%
+1,027
95
$236K 0.23%
+1,296
96
$222K 0.22%
+4,329
97
$222K 0.22%
+2,676
98
$210K 0.2%
+3,115
99
$209K 0.2%
+2,666
100
$208K 0.2%
+17,093
1 2 3
4
5